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NZF icon

TrueWealth Advisors’s Nuveen Municipal Credit Income Fund NZF Stock Holding History

TrueWealth Advisors’s Portfolio NZF Stock Details NZF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-13,819
Closed -$165K – 192
2023
Q1 		$165K Sell
13,819
-501
-3% -$6K 0.07% 182
2022
Q4 		$173K Sell
14,320
-3,021
-17% -$35K 0.08% 179
2022
Q3 		$197K Sell
17,341
-240
-1% -$3.1K 0.09% 160
2022
Q2 		$221K Buy
17,581
+550
+3% +$7.16K 0.1% 151
2022
Q1 		$291K Hold
17,031
– – 0.13% 134
2021
Q4 		$291K Buy
17,031
+2,924
+21% +$49.5K 0.13% 134
2021
Q3 		$236K Buy
14,107
+1,027
+8% +$17.8K 0.13% 126
2021
Q2 		$225K Buy
+13,080
New +$219K 0.13% 118

Other funds holding NZF

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return